It's weird how widespread this notion is, that TSMC has this colossal lead on the rest of the world that no one else can possibly catch up to. Yes, TSMC is ahea

It's weird how widespread this notion is, that TSMC has this colossal lead on the rest of the world that no one else can possibly catch up to. Yes, TSMC is ahead at the moment thanks in large part to the massive volume it is getting from cellphone CPUs. But the lead over Samsung and Intel is almost as small as the nanometers that all three companies are dealing with. IBM has gone fabless but still has some of the best chip designers in the world. Etc. When Intel had the world's leading fabs, driven off massive volume in PC CPUs, I don't remember people being so emphatic about how insurmountable its technological lead over the rest of the world was. Yes, I know the geopolitical issues around TSMC bring it more attention, good and bad. But still.